06 Aug
|
Bajaj Capital
|
Mumbai
06 Aug
Bajaj Capital
Mumbai
Roles and Responsibilities :
- Develop and maintain strong relationships with existing clients to identify their financial goals and provide tailored solutions.
- Identify new business opportunities through networking, referrals, and market research to drive client acquisition.
- Cross-sell mutual funds products to existing clients, identifying upsell/cross-sell opportunities to increase revenue.
- Meet or exceed monthly targets for current client acquisition, retention, and cross-selling activities.
Job Requirements :
- 0-3 years of experience in B2C sales or relationship management in the finance industry.
- Strong understanding of NISM certification requirements for mutual fund sales.
- Proven track record of successful HNI acquisition and retention.
📌 Senior Relationship Manager (Mumbai)
🏢 Bajaj Capital
📍 Mumbai